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PDF Solutions Inc

PDFS
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001120914

In the last 90 days, PDF Solutions Inc insiders filed 0 open-market purchases and 2 sales; 283 institutions reported holding it in 13F filings for Q2 2026, worth $2.75B in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in PDF Solutions Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
283
+77 vs. Q1 2026
Shares held
38.9M
+7.76M (+24.9%) vs. Q1 2026
Total value
$2.75B
+$1.73B (+169.7%) vs. Q1 2026
New holders
97
93 more added
Sold out
20
63 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PDFS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 283 institutions
Q1 2021: 102 institutionsQ2 2021: 116 institutionsQ3 2021: 112 institutionsQ4 2021: 134 institutionsQ1 2022: 129 institutionsQ2 2022: 127 institutionsQ3 2022: 136 institutionsQ4 2022: 151 institutionsQ1 2023: 178 institutionsQ2 2023: 180 institutionsQ3 2023: 184 institutionsQ4 2023: 198 institutionsQ1 2024: 180 institutionsQ2 2024: 173 institutionsQ3 2024: 176 institutionsQ4 2024: 178 institutionsQ1 2025: 168 institutionsQ2 2025: 173 institutionsQ3 2025: 183 institutionsQ4 2025: 188 institutionsQ1 2026: 208 institutionsQ2 2026: 283 institutions
Value heldQ2 2026: $2.75B
Q1 2021: $457.1MQ2 2021: $508.8MQ3 2021: $598.3MQ4 2021: $839.9MQ1 2022: $742.9MQ2 2022: $557.5MQ3 2022: $643.7MQ4 2022: $752.9MQ1 2023: $1.15BQ2 2023: $1.25BQ3 2023: $891.9MQ4 2023: $939.7MQ1 2024: $989.4MQ2 2024: $1.02BQ3 2024: $901.4MQ4 2024: $766.0MQ1 2025: $530.0MQ2 2025: $624.1MQ3 2025: $767.5MQ4 2025: $874.0MQ1 2026: $1.05BQ2 2026: $2.75B
Institutions holding PDFS and their total value by quarter
QuarterHoldersValue
Q2 2026283$2.75B
Q1 2026208$1.05B
Q4 2025188$874.0M
Q3 2025183$767.5M
Q2 2025173$624.1M
Q1 2025168$530.0M
Q4 2024178$766.0M
Q3 2024176$901.4M
Q2 2024173$1.02B
Q1 2024180$989.4M
Q4 2023198$939.7M
Q3 2023184$891.9M
Q2 2023180$1.25B
Q1 2023178$1.15B
Q4 2022151$752.9M
Q3 2022136$643.7M
Q2 2022127$557.5M
Q1 2022129$742.9M
Q4 2021134$839.9M
Q3 2021112$598.3M
Q2 2021116$508.8M
Q1 2021102$457.1M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding PDF Solutions Inc; share changes are against Q1 2026.

Institutions holding PDFS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Riverwater Partners LLC44,866$3.18M0.94%+44,866New
AQR Capital Management LLC45,580$3.23M0.00%−2,992−6.2%Reduced
Millennium Management LLC45,944$3.25M0.00%+45,944New
Citigroup Inc51,061$3.61M0.00%+44,655+697.1%Added
Roubaix Capital, LLC53,546$3.79M1.36%−128,391−70.6%Reduced
Gilder Gagnon Howe & Co LLC56,590$4.01M0.04%+56,590New
Bouvel Investment Partners, LLC63,352$4.48M1.01%+63,352New
Swiss National Bank64,000$4.53M0.00%+1,600+2.6%Added
LPL Financial LLC64,210$4.55M0.00%+1,680+2.7%Added
UBS Asset Management Americas Inc65,049$4.60M0.00%+5,210+8.7%Added
Arrowstreet Capital, Limited Partnership66,592$4.71M0.00%+66,592New
Raymond James Financial Inc74,062$5.24M0.00%+1,705+2.4%Added
Seven Grand Managers, LLC75,000$5.31M0.21%+75,000New
Bridge City Capital, LLC76,507$5.42M1.24%−24,264−24.1%Reduced
Legal & General Group Plc81,024$5.73M0.00%+6,637+8.9%Added
Rhumbline Advisers81,139$5.74M0.00%−3,408−4.0%Reduced
Citadel Advisors LLC84,419$5.98M0.00%+49,831+144.1%Added
Wells Fargo & Company87,071$6.16M0.00%+19,910+29.6%Added
EAM Investors, LLC88,116$6.24M0.56%+88,116New
Advisor Group Holdings, Inc.93,359$6.61M0.01%+82,525+761.7%Added
Bank of America Corp95,117$6.73M0.00%+9,341+10.9%Added
Squarepoint Ops LLC95,294$6.75M0.01%−35,625−27.2%Reduced
UBS Group AG95,744$6.78M0.00%−5,541−5.5%Reduced
Envestnet Asset Management Inc96,826$6.85M0.00%+48,359+99.8%Added
Jane Street Group, LLC102,116$7.23M0.00%+102,116New
Brown Capital Management LLC102,231$7.24M1.45%−2,091−2.0%Reduced
Gem Investment Advisors, LLC105,526$7.47M4.58%00.0%Unchanged
Pillsbury Lake Capital LLC117,854$8.34M2.29%−152,814−56.5%Reduced
Herald Investment Management Ltd119,667$8.46M1.15%−80,333−40.2%Reduced
Ameriprise Financial Inc120,966$8.56M0.00%+68,644+131.2%Added
Nuveen, LLC121,122$8.57M0.00%+9,128+8.2%Added
SEI Investments Co121,307$8.59M0.01%+30,914+34.2%Added
Susquehanna International Group, LLP126,387$8.95M0.01%+87,635+226.1%Added
Public Sector Pension Investment Board129,443$9.16M0.02%+14,918+13.0%Added
Deutsche Bank AG132,536$9.38M0.00%+66,724+101.4%Added
Davenport & Co LLC150,419$10.6M0.05%+150,419New
Rice Hall James & Associates, LLC163,000$11.5M0.56%+15,218+10.3%Added
New York State Common Retirement Fund164,574$11.7M0.01%+127,663+345.9%Added
Rockefeller Capital Management L.P.182,442$12.9M0.02%+182,124+57,271.7%Added
Principal Financial Group Inc183,845$13.0M0.01%+27,330+17.5%Added
Connor, Clark & Lunn Investment Management Ltd.193,520$13.7M0.03%−135,385−41.2%Reduced
T. Rowe Price Investment Management, Inc.203,163$14.4M0.01%+203,163New
Penn Capital Management Co Inc203,136$14.4M0.91%+183,160+916.9%Added
Bank of New York Mellon Corp208,318$14.7M0.00%+17,820+9.4%Added
First Trust Advisors LP261,686$18.5M0.01%+261,686New
Vanguard Fiduciary Trust Co264,958$18.8M0.00%+43,878+19.8%Added
ArrowMark Colorado Holdings LLC274,537$19.4M0.81%−82,083−23.0%Reduced
Divisar Capital Management LLC307,879$21.8M5.02%−315,485−50.6%Reduced
FMR LLC310,389$22.0M0.00%+8,180+2.7%Added
Baillie Gifford & Co345,472$24.5M0.02%+345,472New
Segall Bryant & Hamill, LLC347,244$24.6M0.29%+347,244New
DF Dent & Co Inc354,951$25.1M0.48%+1,991+0.6%Added
Charles Schwab Investment Management Inc367,090$26.0M0.00%+58,916+19.1%Added
Shannon River Fund Management LLC369,776$26.2M2.34%+369,776New
Goldman Sachs Group Inc371,392$26.3M0.00%+220,344+145.9%Added
Morgan Stanley389,554$27.6M0.00%+47,774+14.0%Added
Russell Investments Group, Ltd.395,078$28.0M0.02%−46,638−10.6%Reduced
Northern Trust Corp398,614$28.2M0.00%+46,055+13.1%Added
Invesco Ltd.422,931$29.9M0.00%+278,591+193.0%Added
Oberweis Asset Management Inc426,400$30.2M0.62%+426,400New
Silverberg Bernstein Capital Management LLC465,823$33.0M12.63%−7,060−1.5%Reduced
Samjo Management, LLC548,285$38.8M13.25%−371,670−40.4%Reduced
William Blair Investment Management, LLC554,226$39.2M0.12%−701,333−55.9%Reduced
Emerald Mutual Fund Advisers Trust566,429$40.1M1.41%−28,181−4.7%Reduced
Point72 Asset Management, L.P.598,902$42.4M0.06%+598,902New
Ophir Asset Management Pty Ltd607,343$43.0M3.54%−530,006−46.6%Reduced
Loomis Sayles & Co L P643,268$45.5M0.06%−183,841−22.2%Reduced
Atreides Management, LP658,536$46.6M0.42%+658,536New
Jennison Associates LLC716,075$50.7M0.03%+716,075New
Dimensional Fund Advisors LP841,186$59.5M0.01%−4,507−0.5%Reduced
JPMorgan Chase & Co927,267$61.1M0.00%+912,599+6,221.7%Added
Emerald Advisers, LLC884,294$62.6M1.47%+23,475+2.7%Added
Geode Capital Management, LLC917,962$65.0M0.00%+115,739+14.4%Added
Jupiter Topco LLC927,781$65.7M0.03%+927,781New
Snyder Capital Management L P1,033,997$73.2M1.26%−26,481−2.5%Reduced
Ranger Investment Management, L.P.1,149,647$81.4M5.15%−129,983−10.2%Reduced
Barrow Hanley Mewhinney & Strauss LLC1,319,627$93.4M0.28%+179,080+15.7%Added
Wasatch Advisors Inc1,380,739$97.7M0.64%+873,002+171.9%Added
State Street Corp1,386,498$98.2M0.00%+194,090+16.3%Added
Vanguard Portfolio Management LLC1,457,748$103.2M0.00%+57,026+4.1%Added
Vanguard Capital Management LLC1,664,256$117.8M0.00%+276,134+19.9%Added
Needham Investment Management LLC2,065,000$146.2M4.40%+42,300+2.1%Added
BlackRock, Inc.5,550,335$392.9M0.01%+684,158+14.1%Added
Inspire Advisors, LLC0$00.00%−84,169−100.0%Sold out
Lisanti Capital Growth, LLC0$00.00%−81,365−100.0%Sold out
Lazard Asset Management LLC0$00.00%−36,349−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−30,378−100.0%Sold out
CenterBook Partners LP0$00.00%−17,405−100.0%Sold out
Nano Cap New Millennium Growth Fund L P0$00.00%−12,500−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−11,589−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−11,583−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−10,915−100.0%Sold out
Inceptionr LLC0$00.00%−9,475−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−8,353−100.0%Sold out
Mangrove Partners0$00.00%−6,584−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−795−100.0%Sold out
Advisory Services Network, LLC0$00.00%−387−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−182−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−134−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−76−100.0%Sold out